We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Fraud team's mission is to help companies detect and prevent fraud using financial network data. We believe that transaction patterns, device signals, and behavioral data are an underleveraged tool in fraud prevention. The Fraud Consulting Lead is responsible for building and maturing our retro-as-a-service and POC program and driving adoption of our fraud products. The role sits between our data team and the customer (i.e., the role will not build the models, but will need to understand the output well enough to clearly and compellingly present the business case and work with technical stakeholders and customers.) Responsibilities: Own the retro and POC process end-to-end and collaborate with customers and internal stakeholders at Plaid Partner closely with customers to help them understand the ROI of Protect and make recommendations for implementing our fraud products Drive post-retro follow-through to convert retro results into production usage Serve as a feedback loop between customers and product to drive our Protect roadmap Qualifications: 5-10 years of experience in a customer-facing analytical role in fintech, financial services, or a related domain (e.g., software/tech) Experience worki
Jobs in United States
Financial Services Leader in New York
156 active opportunities · Updated October 2026
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15 jobs
Explore current financial services leader jobs in New York. Filter by work mode, employment type, experience, department, date posted and distance.
$82.5K – $126.5K/yr
The New Business Sales Executive is responsible for cultivating and increasing new business revenue, maximizing share of wallet and client penetration by identifying key influencers and decision makers. This role has unique, specialized Financial Services industry knowledge and expertise in identifying potential revenue opportunities through networking and aggressive field sales techniques. The New Business Sales Executive plays a pivotal role in client negotiations, pricing agreements and relationship development. They work collaboratively with peers internally to ensure consistency in account planning activities, customer service standards and achievement of revenue goals. Client interaction is at the highest decision-making level to position Getty Images as the ultimate value provider of content across all products and services. The Sales team works to grow our customer base across all regions by understanding how visual content plays a part for our customers' businesses—and how our products and services can help them overcome challenges, elevate their message, and achieve their goals. As a key contributor to our Financial Services segment, you will play a vital role in driving new business revenue, expanding our market share, and establishing strong relationships with key decision makers within the industry. Your Next Challenge: Build a target list of leads and aggressively identify viable opportunities to grow revenue/sales. Analyze and use industry and business segment knowledge and apply it to deep discovery, identifying customer needs to influence and drive business outcomes. Aggressively sell to these leads, building lasting professional relationships with new contacts up to C-suite level by proposing solutions which meet their needs. Demonstrate consistent sales activity daily habits contributing to progressing leads through sa
Yext (NYSE: YEXT) is the enterprise agentic marketing platform. Built on the world's most comprehensive structured data platform for local businesses, Yext gives brands and their partners the visibility intelligence to win every moment of discovery – across AI and traditional search. Yext's API-first architecture connects structured data to APIs, MCP servers, and generative interfaces, so partners and developers can build purpose-built experiences on the same infrastructure powering Yext's own products. Thousands of brands and digital marketing partners in financial services, healthcare, retail, hospitality, and food rely on Yext to manage, measure, and optimize visibility at scale. For more information, visit yext.com . At Yext, Product Engineering builds and evolves the technology behind our products and services. We’re looking for software engineers who want to solve meaningful technical problems, contribute to systems at scale, and help shape what we build next. We work in an agile environment with two-week sprints and regular demos that keep teams aligned and give engineers clear visibility into the impact of their work. From day one, you’ll contribute directly to the codebase and collaborate with experienced engineers from a wide range of leading universities and technology companies. We are looking for an engineer to join Team Watson , which owns and develops the systems that power Yext Search and Yext Chat. The team builds the indexing, retrieval, and serving technology that enables brands to deliver fast, relevant answers across their websites and digital experiences. Yext Search handles more than 50 million requests each month, serving users around the world in over a dozen languages. Watson also brings these search and retrieval capabilities to Yext Chat, helping conversational experiences generate useful answers grounded in trusted customer content. Because Watson’s systems serve real-time, customer-facing experiences at a global scale, engineers o
$225K – $300K/yr
CLEAR is building THE secure identity company of the future. Our mission is to make experiences safer and easier—physically and digitally. With more than 43 million Members and a growing network of partners across the world, CLEAR's secure identity platform is transforming the way people live, work, and travel. Whether it’s at the airport, stadium, or throughout your everyday life, CLEAR unlocks the magic of frictionless experiences. We're looking for Senior Fullstack Software Engineers to help build the next generation of CLEAR's identity platform. Beyond verifying identity, we're creating a secure, networked digital identity that enables seamless experiences across travel, enterprise, healthcare, financial services, and beyond. As a Senior Software Engineer, you'll own complex technical problems from design through deployment, partnering closely with Product, Design, Security, and Operations to deliver reliable, scalable solutions. We're looking for engineers with a strong builder mindset who thrive in ambiguity, take ownership, and enjoy turning ideas into production systems. Level and team matching (open roles across the three pillars that make up Technology at CLEAR: Core Identity, CLEAR1 , and CLEAR Travel ) will occur towards the end of our interview process. Tech stack overview: Java / React / Typescript What you’ll do: Design, build, test, and deploy scalable full-stack applications that power CLEAR's identity platform. Own projects end-to-end from technical discovery and architecture through implementation, rollout, and operational support. Partner closely with Product, Design, Data, Security, and Operations to translate business problems into simple, scalable technical solutions. Drive engineering excellence by improving system reliability, performance, testing, observability, and developer experience. Contribute to architectural decisions and continuously improve the scalability, security, and maintainability of our platform. Mentor teammates through tho
$225K – $300K/yr
CLEAR is building THE secure identity company of the future. Our mission is to make experiences safer and easier—physically and digitally. With more than 43 million Members and a growing network of partners across the world, CLEAR's secure identity platform is transforming the way people live, work, and travel. Whether it’s at the airport, stadium, or throughout your everyday life, CLEAR unlocks the magic of frictionless experiences. We're looking for Senior Fullstack Software Engineers to help build the next generation of CLEAR's identity platform. Beyond verifying identity, we're creating a secure, networked digital identity that enables seamless experiences across travel, enterprise, healthcare, financial services, and beyond. As a Senior Software Engineer, you'll own complex technical problems from design through deployment, partnering closely with Product, Design, Security, and Operations to deliver reliable, scalable solutions. We're looking for engineers with a strong builder mindset who thrive in ambiguity, take ownership, and enjoy turning ideas into production systems. Level and team matching (open roles across the three pillars that make up Technology at CLEAR: Core Identity, CLEAR1 , and CLEAR Travel ) will occur towards the end of our interview process. Tech stack overview: Python / React / Typescript What you’ll do: Design, build, test, and deploy scalable full-stack applications that power CLEAR's identity platform. Own projects end-to-end from technical discovery and architecture through implementation, rollout, and operational support. Partner closely with Product, Design, Data, Security, and Operations to translate business problems into simple, scalable technical solutions. Drive engineering excellence by improving system reliability, performance, testing, observability, and developer experience. Contribute to architectural decisions and continuously improve the scalability, security, and maintainability of our platform. Mentor teammates through t
$180K – $220K/yr
CLEAR is building THE secure identity company of the future. Our mission is to make experiences safer and easier—physically and digitally. With more than 43 million Members and a growing network of partners across the world, CLEAR's secure identity platform is transforming the way people live, work, and travel. Whether it’s at the airport, stadium, or throughout your everyday life, CLEAR unlocks the magic of frictionless experiences. We're looking for Software Engineers to help build the next generation of CLEAR's identity platform. Beyond verifying identity, we're creating a secure, networked digital identity that enables seamless experiences across travel, enterprise, healthcare, financial services, and beyond. As a Software Engineer, you'll own complex technical problems from design through deployment, partnering closely with Product, Design, Security, and Operations to deliver reliable, scalable solutions. We're looking for engineers with a strong builder mindset who thrive in ambiguity, take ownership, and enjoy turning ideas into production systems. Level and team matching (open roles across the three pillars that make up Technology at CLEAR: Core Identity, CLEAR1 , and CLEAR Travel ) will occur towards the end of our interview process. Tech stack overview: Python / Java / React / Typescript What you’ll do: Design, build, test, and deploy scalable applications that power CLEAR's identity platform. Own projects end-to-end from technical discovery and architecture through implementation, rollout, and operational support. Partner closely with Product, Design, Data, Security, and Operations to translate business problems into simple, scalable technical solutions. Drive engineering excellence by improving system reliability, performance, testing, observability, and developer experience. Contribute to architectural decisions and continuously improve the scalability, security, and maintainability of our platform. Partner with teammates through thoughtful code reviews
Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. The Business Development team is looking for a Sales Development Representative/Business Development Intern to further develop our business with corporations, financial institutions, and consulting firms within the region . The Associate will be responsible for assisting in building a pipeline of prospects across a variety of industries. This is an exciting opportunity for a self-starter who wants to learn more about financial services, consulting, or other industries and make a significant contribution to our business model. This is a hybrid role based in our New York City office starting June 7, 2027. The application deadline for this role is November 1, 2026. What You'll Do: Help create and develop a robust pipeline of qualified prospects Research target industries, sub-sectors and companies in order to understand their information/ research needs and pain-points Map companies in order to identify target groups and job functions Prospect targets via email and telephone and schedule meetings Generate engaging content for meetings with prospects and effectively articulate our value proposition Develop a strong knowledge and understanding of the competitive landscape Provide client/ prospect feedback to sales and management What You Have: Pursuing a Bachelors degree, graduating in 2028 Mature communicator capable of handling high-profile clients Intellectual curiosity and desire to learn Demonstrated ability to work both individually and as a part of a team Ability to think creatively and prioriti
From $100K/yr
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. About the Team Plaid’s Fintech Sales team is responsible for our relationships with some of the most important and fastest-growing companies in financial services. Many of these companies have long-standing relationships with Plaid, and this team’s mandate is to deepen those partnerships — expanding product adoption, enabling customer growth, and ensuring Plaid remains the infrastructure provider of choice as these customers scale. About the Role You will lead an established, high-performing team of Territory Account Executives who manage Plaid’s fast-growing fintech accounts. This is not a greenfield build — it’s a team with real momentum, strong customer relationships, and meaningful revenue. The opportunity is to raise the bar further: strengthen Plaid’s market-leading position in fintech by driving deeper product adoption across existing accounts, winning strategic new logos, and developing the AEs on your team into consistently elite performers. The primary motion is new logo acquisition. The majority of your AEs’ accounts don’t yet use Plaid — the job is to secure those new logos and grow existing relationships through new products, new use cases, and new business units. You’ll be in deals wit
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid’s mission is to unlock financial freedom for everyone by making money movement and access to financial data simple and secure. As a Software Engineer, you will design and build the systems that power how millions of people connect to their finances. You will work across the stack, from reliable backend services and APIs to intuitive applications that bring those systems to life. You will collaborate with engineers, product managers, and designers to ship products that make financial services more accessible and transparent. At Plaid, engineers take ownership early, grow quickly, and see their work reach millions of users. Responsibilities: Design & Development: Build and maintain backend services with a focus on performance, reliability and scalability. Collaboration: Work closely with product managers and other stakeholders to define and implement new features that meet product and customer needs. Code Quality: Write clean, maintainable and efficient code. Testing & Debugging: Develop automated tests to ensure the quality and reliability of the codebase. Troubleshoot and resolve issues. Engage in hands-on coding and architectural design, setting and maintaining high technical standard
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid’s mission is to unlock financial freedom for everyone by making money movement and access to financial data simple and secure. As a Software Engineer, you will design and build the systems that power how millions of people connect to their finances. You will work across the stack, from reliable backend services and APIs to intuitive applications that bring those systems to life. You will collaborate with engineers, product managers, and designers to ship products that make financial services more accessible and transparent. At Plaid, engineers take ownership early, grow quickly, and see their work reach millions of users. Responsibilities: System Design & Development: Build and maintain scalable, reliable backend or fullstack systems and APIs that power Plaid’s products. Collaboration: Work closely with product managers, designers, and other engineers to define and deliver features that solve real customer problems. Code Quality: Write clean, efficient, and well-tested code. Participate in reviews to maintain high engineering standards. Testing & Debugging: Build automated tests, monitor system performance, and troubleshoot issues in production environments. Continuous Improvement: Con
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are. You'll be the one helping us achieve this vision. As a New Business Representative, you'll forge the path to finding new clients and prospect new customers for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbounding selling experience, who can demonstrate the added value of Plaid and what impact it can have on FinTech and non-FinTech alike. In this role you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer centric, resilient, challenges the status quo, and has an interest in advancing their career in tech sales. Qualifications 1-3 years of experience in pipeline development and/or sales (preferably at SaaS company) Leading high-level conversations w
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that the financial services landscape is evolving at a breakneck pace, and every modern company building in the fintech space needs the gold standard of financial technology infrastructure to win, scale, and delight users. You'll be the one helping us achieve this vision. As a New Business Representative for our FinTech segment, you'll forge the path to finding new clients and prospecting digital-native fintechs, neobanks, alternative lending platforms, and personal finance applications for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact our API suite can have on supercharging a fintech's growth, security, and user experience. In this role, you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer-centric, resilient, challenges the status quo, and h
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data. We’re building a team to work exclusively with the financial institutions throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks. Your focus will be on selling into a territory of banks and credit unions, running the full sales cycle and building strong, long-lasting relationships to help them execute on their vision. You'll bring Plaid to banks and credit unions, with a focus on banking and wealth workflows like online account opening, consumer lending, asset and income verification, and fraud prevention. Responsibilities: Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment Build and maintain relationships with Financial Institutions, from executives to product teams and developers; be viewed as a subject matter expert Partner with
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Sales team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. We believe every financial services company can benefit from better financial technology. This isn’t limited to the financial services industry, any company offering financial products to consumers deserves the best financial technology. You'll be the individual helping us achieve this vision. You will focus on generating new deals and building strong, long-lasting relationships with companies. You'll be tasked with identifying and closing deals across verticals in financial services, utilities, billing, insurance, and more. Responsibilities Identify use cases and prospect high growth companies that are ~100 employees and beyond Develop a book of high potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota Successfully lead a technical sales motion of guiding engineers, product, and growth team members for the entire life-cycle from prospecting to close Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion Own mastery of Plaid solutions and evangeli
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data. We are looking for a candidate to work exclusively with the leading Insurance companies throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks . Your focus will be on developing & leading large, complex new enterprise deals and building strong, long-lasting relationships within insurance to execute on their vision. Furthermore, you'll help shape how we engage, design and build products for the best brands in insurance. Responsibilities Identify potential customers and run the end-to-end sales process within our Insurance Vertical Build and maintain relationships with insurance companies from executives to product teams and developers; be viewed as a subject matter expert Partner with our product and marketing teams to continue to define and execute our Insurance segment sales stra
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